Oarsman Capital, Inc. Schwab Strategic Tr Us Emergin Transaction History

Oarsman Capital, Inc.

$533 Million
Q3 2024

A detailed history of Oarsman Capital, Inc. transactions in Schwab Strategic Tr Us Emergin stock. As of the latest transaction made, Oarsman Capital, Inc. holds 17 shares of SCHE stock, worth $460. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$460

% of portfolio

0.0%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$25.45 - $29.53 $432 - $502	17 New	17 $0
Q4 2021 Feb 10, 2022	SELL	$28.68 - $31.96 $223,761 - $249,351	-7,802 Closed	0 $0
Q3 2021 Nov 12, 2021	SELL	$29.81 - $32.7 $2,027 - $2,223	-68 Reduced 0.86%	7,802 $238,000
Q2 2021 Aug 12, 2021	SELL	$31.06 - $33.61 $2,174 - $2,352	-70 Reduced 0.88%	7,870 $259,000
Q1 2021 May 12, 2021	SELL	$30.78 - $34.63 $17,975 - $20,223	-584 Reduced 6.85%	7,940 $252,000
Q4 2020 Feb 11, 2021	SELL	$26.72 - $30.68 $5,958 - $6,841	-223 Reduced 2.55%	8,524 $261,000
Q3 2020 Nov 12, 2020	SELL	$24.69 - $27.71 $4,542 - $5,098	-184 Reduced 2.06%	8,747 $234,000
Q2 2020 Aug 13, 2020	SELL	$19.87 - $25.05 $36,064 - $45,465	-1,815 Reduced 16.89%	8,931 $217,000
Q1 2020 May 13, 2020	SELL	$18.68 - $28.22 $164,589 - $248,646	-8,811 Reduced 45.05%	10,746 $222,000
Q4 2019 Feb 13, 2020	SELL	$24.83 - $27.51 $19,367 - $21,457	-780 Reduced 3.84%	19,557 $535,000
Q3 2019 Nov 12, 2019	SELL	$25.08 - $25.94 $18,082 - $18,702	-721 Reduced 3.42%	20,337 $511,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,355 Reduced 6.05%	21,058 $553,000
Q1 2019 May 14, 2019	SELL	N/A	-9,951 Reduced 30.75%	22,413 $583,000
Q4 2018 Feb 13, 2019	SELL	N/A	-1,716 Reduced 5.04%	32,364 $762,000
Q3 2018 Nov 07, 2018	SELL	N/A	-1,249 Reduced 3.54%	34,080 $876,000
Q2 2018 Aug 10, 2018	BUY	N/A	2,694 Added 8.25%	35,329 $915,000
Q1 2018 May 14, 2018	BUY	N/A	2,271 Added 7.48%	32,635 $937,000
Q4 2017 Feb 08, 2018	BUY	N/A	7,104 Added 30.54%	30,364 $848,000
Q3 2017 Nov 13, 2017	BUY	N/A	23,260	23,260 $626,000

Others Institutions Holding SCHE

# of Institutions

783

Shares Held

142M

Call Options Held

28.1K

Put Options Held

200

Creative Planning Overland Park, KS

21.2M
Shares

$575 Million
0.62% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

19.2M
Shares

$520 Million
1.15% of portfolio
High Tower Advisors, LLC Chicago, IL

7.81M
Shares

$211 Million
0.33% of portfolio
Us Bancorp \De\

3.81M
Shares

$103 Million
0.14% of portfolio
Sage View Advisory Group, LLC Newport Beach, CA

2.84M
Shares

$77 Million
4.21% of portfolio

View Full List

About SCHWAB STRATEGIC TR US EMERGIN

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